Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about Humana Inc
Recent news which mentions Humana Inc
5 things to know before the stock market opens Monday
June 23, 2025
Tags
Economy
Business News
5 Things to Know
From
CNBC.com News
Major U.S. health insurers say they will streamline controversial process for approving care
June 23, 2025
Tags
Social issues
Companies
Health care industry
From
CNBC.com News
UnitedHealth Group CEO Andrew Witty steps down, company suspends annual forecast
May 13, 2025
Tags
Cigna Corp
UnitedHealth Group Inc
Elevance Health Inc
From
CNBC.com News
Healthy Returns: Trump seeks to change Medicare drug price negotiations in a win for pharma
April 22, 2025
Tags
Bristol/Myers Squibb Co
Pfizer Inc
Health care industry
From
CNBC.com News
UnitedHealth's stock is plunging on higher medical costs. That may mean trouble for more insurers
April 17, 2025
Tags
Business
Biotech and Pharmaceuticals
Humana Inc
From
CNBC.com News
5 things to know before the stock market opens Thursday
April 17, 2025
Tags
Politics
Investment strategy
Business
From
CNBC.com News
Jim Cramer explains the best way to pick stocks right now
April 11, 2025
Tags
Amerisourcebergen Corp
U/S/ Markets
Investing
From
CNBC.com News
CVS shares are up 45% this year — here's why it may be starting to turn its business around
February 13, 2025
Tags
UnitedHealth Group Inc
Cigna Corp
Breaking News: Business
From
CNBC.com News
UnitedHealthcare CEO killing spurs Centene to hold virtual meeting and insurers to pull exec photos
December 06, 2024
Tickers
LAW
LAWS
Tags
Health insurance
Humana Inc
CVS Health Corp
From
CNBC.com News
Friday's big stock stories: What’s likely to move the market in the next trading session
October 10, 2024
Tags
Investing
Lithia Motors Inc
eBay Inc
From
CNBC.com News
CVS is under pressure and considering a break up. Here's why that could be risky
October 04, 2024
Tags
Business
UnitedHealth Group Inc
Cigna Corp
From
CNBC.com News
CVS slashes profit outlook on higher medical costs, says top Aetna executive will leave
August 07, 2024
Tags
Health & Science
CVS Health Corp
US: News
From
CNBC.com News
Medicare-related stocks rise after poor Biden debate performance
June 28, 2024
Tags
Elections
Stock markets
Breaking News: Markets
From
CNBC.com News
CVS posts big earnings miss, cuts profit outlook on higher medical costs
May 01, 2024
Tags
Biotech and Pharmaceuticals
Humana Inc
UnitedHealth Group Inc
From
CNBC.com News
5 things to know before the stock market opens Monday
April 22, 2024
Tags
Markets
Raytheon Technologies Corp
Technology
From
CNBC.com News
Johnson & Johnson tops quarterly profit estimates as medical device sales jump
April 16, 2024
Tags
Health & Science
Biotechnology
Johnson & Johnson
From
CNBC.com News
UnitedHealth's first-quarter report will offer a window into Change cyberattack costs
April 15, 2024
Tags
Business News
Health care industry
Business
From
CNBC.com News
This U.S. company tested a 4-day workweek—and says it made workers happier and more productive
April 05, 2024
Tags
Humana Inc
Make It / Work
Make It
From
CNBC.com News
5 things to know before the stock market opens Wednesday
April 03, 2024
Tags
Investment strategy
Politics
Business
From
CNBC.com News
Health insurer stocks slide as final Medicare Advantage rates disappoint
April 02, 2024
Tags
Business
Centene Corp
Labor economy
From
CNBC.com News
CVS beats estimates, but cuts full-year profit outlook on higher medical costs
February 07, 2024
Tags
Companies
Health care industry
Pharmaceuticals
From
CNBC.com News
Humana stock plunges on dismal 2024 forecast, as insurers face soaring medical costs
January 25, 2024
Tags
US: News
Biotechnology
Health & Science
From
CNBC.com News
Here are the big health sector themes to watch next year
December 22, 2023
Tags
Cigna Corp
Thermo Fisher Scientific Inc
stocks
From
CNBC.com News
Cigna shares jump on reports of abandoned Humana buyout, plans for $10 billion stock buyback
December 11, 2023
Tags
Business
Health Insurance
Humana Inc
From
CNBC.com News
Jim Cramer explains why it's hard to be bullish on the healthcare sector
November 30, 2023
Tags
Bristol/Myers Squibb Co
Stock Picks
Business News
From
CNBC.com News
Cigna shares slide after report it could merge with Humana
November 29, 2023
Tags
Cigna Corp
Humana Inc
Breaking News: Business
From
CNBC.com News
UnitedHealth is back and lifting other health-care stocks with it, Jim Cramer says
October 13, 2023
Tags
CNBC Investing Club: Analysis
Health care industry
CNBC Investing Club: Newsletter
From
CNBC.com News
Here are 18 stocks I'm watching in the market Thursday, including Chipotle, Target, Nvidia
October 12, 2023
Tags
CNBC Investing Club: Analysis
TJX Companies Inc
Toll Brothers Inc
From
CNBC.com News
Stocks making the biggest moves midday: Novo Nordisk, DaVita, Exxon Mobil, Amgen and more
October 11, 2023
Tags
Pioneer Natural Resources Co
Amgen Inc
DaVita Inc
From
CNBC.com News
Stocks making the biggest moves premarket: Plug Power, Exxon Mobil, Pioneer, Novo Nordisk and more
October 11, 2023
Tags
Market Insider
CSX Corp
Finance
From
CNBC.com News
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.